Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) during Q3 2024. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
127K+ 23.99% |
$5.84M - $6.67M
|
656K
$32.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.6K+ 199.31% |
$4.35M - $4.97M
|
142K
$6.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
63.5KNew |
$2.92M - $3.33M
|
63.5K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
46.7K+ 226.07% |
$2.15M - $2.45M
|
67.3K
$3.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
41.2K+ 67.82% |
$1.9M - $2.17M
|
102K
$5M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36K+ 19.51% |
$1.66M - $1.89M
|
221K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
33KNew |
$1.52M - $1.73M
|
33K
$1.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
32.4KNew |
$1.49M - $1.7M
|
32.4K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
26K+ 26.93% |
$1.2M - $1.37M
|
123K
$6.02M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
20.9KNew |
$960K - $1.1M
|
20.9K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.5K+ 136.94% |
$853K - $974K
|
32.1K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
14.5K+ 2.05% |
$665K - $760K
|
719K
$35.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14K+ 1.85% |
$645K - $737K
|
774K
$38M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.4K+ 14.08% |
$569K - $650K
|
100K
$4.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.71K+ 7.69% |
$447K - $510K
|
136K
$6.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9.62KNew |
$442K - $505K
|
9.62K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
9.43K+ 12.81% |
$434K - $496K
|
83.1K
$4.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
7.34K+ 8.53% |
$338K - $386K
|
93.4K
$4.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7.15K+ 4.03% |
$329K - $376K
|
185K
$9.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
6.99K+ 6.52% |
$321K - $367K
|
114K
$5.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6.1K+ 54.68% |
$281K - $321K
|
17.3K
$847K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.87K+ 51.76% |
$270K - $308K
|
17.2K
$844K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.78K+ 13.99% |
$266K - $304K
|
47.1K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.81KNew |
$221K - $253K
|
4.81K
$236K
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.64KNew |
$213K - $244K
|
4.64K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.43KNew |
$204K - $233K
|
4.43K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
4.38K+ 2.05% |
$201K - $230K
|
218K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.3K+ 8.69% |
$198K - $226K
|
53.8K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.15K+ 83.0% |
$191K - $218K
|
9.15K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.02K+ 72.39% |
$185K - $211K
|
9.57K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3K+ 23.0% |
$138K - $158K
|
16K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.55K+ 47.83% |
$117K - $134K
|
7.89K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.39K+ 4.35% |
$110K - $126K
|
57.3K
$2.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.19K+ 2.72% |
$101K - $115K
|
82.6K
$4.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.02K+ 16.69% |
$93K - $106K
|
14.1K
$694K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.91K+ 4.89% |
$88K - $101K
|
41.1K
$2.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.81K+ 0.84% |
$83.1K - $94.9K
|
217K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.8K+ 19.81% |
$82.8K - $94.6K
|
10.9K
$534K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.62K+ 11.14% |
$74.6K - $85.2K
|
16.2K
$794K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
1.49K+ 2.32% |
$68.7K - $78.5K
|
65.8K
$3.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.46K+ 10.35% |
$67.1K - $76.6K
|
15.5K
$763K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.4K+ 1.54% |
$64.6K - $73.8K
|
92.9K
$4.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.26K+ 0.42% |
$57.7K - $66K
|
303K
$14.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.19KNew |
$54.6K - $62.4K
|
1.19K
$58.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
847+ 15.58% |
$39K - $44.5K
|
6.29K
$308K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
773+ 5.34% |
$35.6K - $40.6K
|
15.2K
$748K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
771+ 8.59% |
$35.5K - $40.5K
|
9.75K
$478K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
721New |
$33.2K - $37.9K
|
721
$35.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
718+ 6.74% |
$33K - $37.7K
|
11.4K
$558K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
709+ 2.21% |
$32.6K - $37.3K
|
32.8K
$1.61M
|